Premium Content Library

On this page, you’ll find the entire library of premium content (only available to paid subscribers). The premium content is split into two categories:

• Company and Industry Research

• Portfolio Updates

So, take a look at the premium content library and discover the exact resources you need to discover new ideas, accelerate your research process and build wealth.

(Not a paid member yet? Upgrade to a paid tier now to unlock all this premium and know exactly how my portfolio is positioned continue its upwards trend)

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📚 Company and Industry Research

Offshore Drilling

• Introduction: The Continuous Need for Offshore Drilling Services

• Offshore Drillers | Q1 2026 Market Round-up [$RIG $VAL $NE $SDRL]

• Offshore Demand Unpacked

• Offshore Supply Unpacked

• Offshore Drillers | 2025Q4 Market Round-up [$RIG $VAL $NE $SDRL]

• Offshore Drillers | 2025Q3 Market Round-up ($VAL, $NE, $RIG, $SDRL)

Met Coal

• Introduction: The Updated Met Coal Thesis

• Met Coal | What 1,293 Iron and Steel Plants Tell You about Global Demand, Supply and Prices

• [$HCC] Warrior Met Coal’s Buyback Dilemma

• Coronado Global Resources | The Highest Upside Met Coal Bet?

Blue Ant Media

• Introduction: [BAMI.TO] Blue Ant Media | Hidden Economics Offering 3x Upside

• Blue Ant Media (BAMI) | Management’s Playbook

• [BAMI.TO] Blue Ant Media | 2026 Q2 Earnings

Undisclosed Compounder

• Introduction: The 27x P/Cash Earnings Compounder with 80% growth at +30% ROIC

• This Long-term Compounder Became Interesting Again

Single Post Coverage (as of now)

• Shopify | An Ecommerce Backbone

• Prosus | The Best Large-Cap Tech Investment Nobody Talks About?

• European Serial Acquirer at >30% discount to NAV

• Root | A New Spin on Car Insurance

• Value Hidden in Plain Sight: An Exploration Asset at an >80% Discount

• Local Monopoly with 17% Growth and 23% Cash Earnings

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📈 Portfolio Updates (Switched to quarterly)

• June 2026 | +87% vs. the S&P500 Since Inception

• April 2026 | YTD performance of +11.87%

• March 2026 | YTD performance of +11.25%

• February 2026 | 2x the S&P 500’s return since inception in May 2023

• January 2026 | 63% Alpha vs. S&P 500

• 2025 Performance | Outperforming the S&P 500 by 39.8%

• November 2025 Update | Outperforming the S&P 500 by 31.4% YTD

• October 2025 Performance | Accelerating to 34% p.a. since 2023

• I Outperformed the S&P 500 by 14% p.a. Despite 20% Cash Cushion

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